+417.5%
LIN vs AXON
+1,304.2%
-886.7%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -18.2% | +17.0% | +0.8% |
| 7D | +0.2% | -26.8% | +27.0% | +3.4% |
| 30D | +6.5% | -22.9% | +29.4% | +9.1% |
| 3M | +5.5% | -40.1% | +45.6% | +10.7% |
| 6M | +3.3% | -18.9% | +22.2% | +3.9% |
| YTD | +22.0% | -44.9% | +66.9% | +27.4% |
| 1Y | +25.7% | -46.7% | +72.4% | +31.7% |
| 3Y | +36.2% | +44.3% | -8.1% | +20.0% |
| 5Y | +66.1% | +71.4% | -5.3% | +38.1% |
| All | +417.5% | +1,304.2% | -886.7% | +243.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AXON.
Daily Out/Under-Performance
Portfolio return minus AXON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXON return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded AXON wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling